Billing for Progress Claims through theBOSSapp | Scribe

    Billing for Progress Claims through theBOSSapp

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    • 9 minutes

    Create a Project

    This section will go through the steps of creating a project.
    Click "REGISTERS"
    Click "Projects"
    Click "Add new project"
    Enter a name for your project.
    Select a client.
    Select an Industry.
    Select a project manager.
    Enter the purchase order number for the project.
    Enter the Estimated Project Value.
    Enter a Scheduled Start and Finish Date.
    Enter the address where the project is taking place.
    Click "Save"

    Create your Jobs

    This section will run through creating the different jobs which will act as the line items in your progress claims.
    Click "Jobs"
    Click "CREATE A NEW JOB"
    Select a Job Type. Click "Next"
    Enter a name for the job, which in this case will be the name of the line item of work. Type "Site Preparation"
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